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Text Box: In the interest of good business practice and mutual understanding, please find below our Terms of Business Agreement.   Most of the terms and conditions are weighted firmly in your favour, and the rest of them are of mutual benefit. We can only provide you with Financial Advice and Service after we have received a valid agreement from you.   Advice & Service Costs We believe that our charges are both fair and simple... Simple because practically everything costs just 1% and fair because to the best of our knowledge this is about the lowest cost you'll find anywhere for Independent Financial Advce. There are some instances where the 1% rule doesn't work - for either party, and in these cases we work on an hourly rate of £55   Our Terms of Business Agreement sets out the basis upon which will work with you in setting up your Financial Planning arrangements, and then helping you to look after them.   If you are happy with these Terms & Conditions, and would like us to help you in this way, we'll ask you to complete and return a Terms of Business Agreement to us before carrying out any work on your behalf. This document can be accessed via the web-link below:     Terms of Business Agreement Text Box: Our Credentials As a Financial Service business we work within a very formalised and regulated industry. This means we must hold various trading licences and authorisations to help ensure the well being of both you as our client and ourselves as your adviser.   We have listed below the licences we hold with the relevant authorities, and a summary of what this means for you. You can click on each of the relevant web-links to view that authority’s site for further information.

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 Contact Us About Us Documents Terms